AAPL Apple | $53,050,475 | $3,629,537 â–¼ | -6.4% | 247,542 | 10.0% | Computer and Technology |
IWY iShares Russell Top 200 Growth ETF | $51,496,993 | $10,780,009 â–¼ | -17.3% | 206,948 | 9.7% | ETF |
VOO Vanguard S&P 500 ETF | $29,884,858 | $1,818,954 â–¼ | -5.7% | 50,012 | 5.6% | ETF |
NVDA NVIDIA | $22,187,764 | $107,849 â–² | 0.5% | 160,470 | 4.2% | Computer and Technology |
VOE Vanguard Mid-Cap Value ETF | $14,810,975 | $40,726 â–² | 0.3% | 80,372 | 2.8% | ETF |
FNDF Schwab Fundamental International Equity ETF | $13,682,338 | $32,245 â–¼ | -0.2% | 279,631 | 2.6% | ETF |
MSFT Microsoft | $12,621,158 | $243,786 â–¼ | -1.9% | 76,777 | 2.4% | Computer and Technology |
AMZN Amazon.com | $11,806,066 | $72,512 â–¼ | -0.6% | 73,755 | 2.2% | Retail/Wholesale |
EFIV SPDR S&P 500 ESG ETF | $10,662,993 | $2,029,195 â–¼ | -16.0% | 168,952 | 2.0% | ETF |
DVY iShares Select Dividend ETF | $9,602,476 | $261,941 â–¼ | -2.7% | 63,420 | 1.8% | ETF |
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
| $9,589,415 | $741,283 â–² | 8.4% | 401,735 | 1.8% | ETF |
GOOGL Alphabet | $9,279,418 | $137,766 â–¼ | -1.5% | 54,424 | 1.8% | Computer and Technology |
IWF iShares Russell 1000 Growth ETF | $8,802,118 | $191,879 â–¼ | -2.1% | 20,643 | 1.7% | ETF |
SPYV SPDR Portfolio S&P 500 Value ETF | $8,453,119 | $438,948 â–¼ | -4.9% | 149,401 | 1.6% | ETF |
BRK.B Berkshire Hathaway | $8,005,036 | $409,237 â–¼ | -4.9% | 16,705 | 1.5% | Finance |
DGRO iShares Core Dividend Growth ETF | $7,962,096 | $2,193,677 â–¼ | -21.6% | 113,453 | 1.5% | ETF |
IJK iShares S&P Mid-Cap 400 Growth ETF | $7,934,903 | $153,748 â–¼ | -1.9% | 78,860 | 1.5% | ETF |
VBR Vanguard Small-Cap Value ETF | $7,222,253 | $2,255 â–² | 0.0% | 355,538 | 1.4% | ETF |
QQQ Invesco QQQ | $6,976,114 | $881,898 â–¼ | -11.2% | 12,087 | 1.3% | Finance |
JPM JPMorgan Chase & Co. | $6,542,062 | $25,832 â–¼ | -0.4% | 43,306 | 1.2% | Finance |
IJT iShares S&P Small-Cap 600 Growth ETF | $6,088,761 | $263,514 â–¼ | -4.1% | 42,076 | 1.1% | ETF |
VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
| $5,578,868 | $172,996 â–² | 3.2% | 540,065 | 1.1% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $5,176,127 | $215,147 â–¼ | -4.0% | 20,113 | 1.0% | ETF |
BRK.A Berkshire Hathaway | $5,026,980 | | 0.0% | 7 | 0.9% | Finance |
IWP iShares Russell Mid-Cap Growth ETF | $4,771,758 | $60,601 â–¼ | -1.3% | 37,244 | 0.9% | ETF |
EFG iShares MSCI EAFE Growth ETF | $4,696,078 | $215,949 â–¼ | -4.4% | 42,166 | 0.9% | ETF |
VUG Vanguard Growth ETF | $4,414,991 | $2,184 â–¼ | 0.0% | 10,108 | 0.8% | ETF |
AMP Ameriprise Financial | $4,342,455 | $2,666 â–² | 0.1% | 9,772 | 0.8% | Finance |
SPEM SPDR Portfolio Emerging Markets ETF | $3,813,971 | $43,016 â–² | 1.1% | 81,304 | 0.7% | ETF |
ICF iShares Select U.S. REIT ETF | $3,635,294 | $85,099 â–² | 2.4% | 58,738 | 0.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $3,255,169 | $202,920 â–² | 6.6% | 5,005 | 0.6% | Finance |
IJH iShares Core S&P Mid-Cap ETF | $3,209,575 | $49,027 â–¼ | -1.5% | 47,528 | 0.6% | ETF |
NYF iShares New York Muni Bond ETF | $3,141,715 | $5,896 â–² | 0.2% | 59,144 | 0.6% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,117,590 | $154,270 â–¼ | -4.7% | 25,079 | 0.6% | ETF |
IJS iShares S&P Small-Cap 600 Value ETF | $3,045,132 | $120,583 â–¼ | -3.8% | 25,708 | 0.6% | ETF |
IWD iShares Russell 1000 Value ETF | $3,023,420 | $33,332 â–¼ | -1.1% | 14,150 | 0.6% | ETF |
IWL iShares Russell Top 200 ETF | $3,015,241 | $46,378 â–¼ | -1.5% | 18,789 | 0.6% | ETF |
VO Vanguard Mid-Cap ETF | $2,976,196 | $23,261 â–¼ | -0.8% | 10,364 | 0.6% | ETF |
IWX iShares Russell Top 200 Value ETF | $2,975,573 | $55,881 â–¼ | -1.8% | 32,109 | 0.6% | ETF |
IWR iShares Russell Mid-Cap ETF | $2,916,878 | $58,629 â–² | 2.1% | 30,000 | 0.6% | ETF |
VBK Vanguard Small-Cap Growth ETF | $2,732,584 | $123,920 â–¼ | -4.3% | 9,041 | 0.5% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $2,670,005 | $113,119 â–¼ | -4.1% | 27,923 | 0.5% | Manufacturing |
AXP American Express | $2,548,707 | $9,982 â–¼ | -0.4% | 8,426 | 0.5% | Finance |
VB Vanguard Small-Cap ETF | $2,498,389 | $157,148 â–¼ | -5.9% | 9,539 | 0.5% | ETF |
VTV Vanguard Value ETF | $2,480,948 | $63,569 â–² | 2.6% | 12,645 | 0.5% | ETF |
YSEP FT Vest International Equity Buffer ETF - September | $2,361,277 | $2,255,993 â–¼ | -48.9% | 90,227 | 0.4% | ETF |
IVV iShares Core S&P 500 ETF | $2,319,369 | $54,865 â–¼ | -2.3% | 3,551 | 0.4% | ETF |
EFA iShares MSCI EAFE ETF | $2,302,416 | $754,521 â–² | 48.7% | 23,704 | 0.4% | Finance |
META Meta Platforms | $2,275,089 | $35,468 â–¼ | -1.5% | 3,977 | 0.4% | Computer and Technology |
IEMG iShares Core MSCI Emerging Markets ETF | $2,269,278 | $4,248 â–¼ | -0.2% | 145,835 | 0.4% | ETF |
FOCT FT Vest U.S. Equity Buffer ETF - October | $2,104,738 | $1,964,463 â–¼ | -48.3% | 44,143 | 0.4% | ETF |
VGT Vanguard Information Technology ETF | $2,083,007 | $82,343 â–¼ | -3.8% | 2,985 | 0.4% | ETF |
NEE NextEra Energy | $1,984,253 | $81,454 â–¼ | -3.9% | 21,364 | 0.4% | Utilities |
NFLX Netflix | $1,924,592 | $40,514 â–¼ | -2.1% | 36,816 | 0.4% | Consumer Discretionary |
IYR iShares U.S. Real Estate ETF | $1,874,049 | $89,830 â–¼ | -4.6% | 19,819 | 0.4% | ETF |
CSCO Cisco Systems | $1,807,159 | $3,104 â–¼ | -0.2% | 23,291 | 0.3% | Computer and Technology |
JNJ Johnson & Johnson | $1,769,181 | $12,955 â–² | 0.7% | 7,238 | 0.3% | Medical |
GWW W.W. Grainger | $1,624,523 | $29,457 â–¼ | -1.8% | 1,489 | 0.3% | Industrials |
ED Consolidated Edison | $1,589,172 | $1,471 â–² | 0.1% | 14,041 | 0.3% | Utilities |
IJJ iShares S&P Mid-Cap 400 Value ETF | $1,572,121 | $3,313 â–¼ | -0.2% | 11,865 | 0.3% | ETF |
HDV iShares Core High Dividend ETF | $1,561,242 | $182,007 â–¼ | -10.4% | 11,503 | 0.3% | ETF |
WALMART INC COM
| $1,474,000 | $86,700 â–² | 6.2% | 32,132 | 0.3% | Stock |
PANW Palo Alto Networks | $1,462,860 | $167,465 â–² | 12.9% | 19,899 | 0.3% | Computer and Technology |
DSI iShares ESG MSCI KLD 400 ETF | $1,454,252 | $69,562 â–¼ | -4.6% | 12,000 | 0.3% | ETF |
PPA Invesco Aerospace & Defense ETF | $1,407,592 | $8,782 â–² | 0.6% | 8,495 | 0.3% | ETF |
ONEV SPDR Russell 1000 Low Volatility Focus ETF | $1,382,596 | $57,692 â–² | 4.4% | 10,305 | 0.3% | ETF |
GS The Goldman Sachs Group | $1,374,911 | $17,768 â–¼ | -1.3% | 1,625 | 0.3% | Finance |
IWM iShares Russell 2000 ETF | $1,371,801 | $622 â–² | 0.0% | 83,820 | 0.3% | Finance |
SUSA iShares MSCI USA ESG Select ETF | $1,312,885 | $18,493 â–¼ | -1.4% | 9,939 | 0.2% | ETF |
GOOG Alphabet | $1,260,489 | $29,547 â–¼ | -2.3% | 4,394 | 0.2% | Computer and Technology |
XOM ExxonMobil | $1,186,855 | $9,930 â–¼ | -0.8% | 24,741 | 0.2% | Energy |
ORCL Oracle | $1,181,644 | $81,503 â–¼ | -6.5% | 8,032 | 0.2% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $1,173,485 | $26,516 â–¼ | -2.2% | 1,903 | 0.2% | ETF |
IVE iShares S&P 500 Value ETF | $1,147,811 | $59,122 â–¼ | -4.9% | 5,436 | 0.2% | ETF |
HD Home Depot | $1,074,755 | $2,684 â–¼ | -0.2% | 24,027 | 0.2% | Retail/Wholesale |
SCHD Schwab US Dividend Equity ETF | $1,001,094 | $324,627 â–² | 48.0% | 32,630 | 0.2% | ETF |
V Visa | $988,738 | $15,921 â–² | 1.6% | 24,592 | 0.2% | Business Services |
IYH iShares U.S. Healthcare ETF | $945,535 | $4,685 â–¼ | -0.5% | 15,340 | 0.2% | ETF |
IBM International Business Machines | $880,383 | $3,878 â–² | 0.4% | 3,632 | 0.2% | Computer and Technology |
MRK Merck & Co., Inc. | $847,536 | $62,428 â–² | 8.0% | 7,046 | 0.2% | Medical |
LAM RESEARCH CORP COM NEW
| $840,131 | $93,585 â–¼ | -10.0% | 3,932 | 0.2% | Stock |
ZETA GLOBAL HOLDINGS CORP CL A
| $835,800 | $358,280 â–¼ | -30.0% | 52,500 | 0.2% | Stock |
ISHARES HIGH YIELD MUNI ACTIVE ETF
| $828,836 | $1,727 â–² | 0.2% | 17,275 | 0.2% | ETF |
XLF Financial Select Sector SPDR Fund | $822,536 | $52,035 â–¼ | -5.9% | 16,661 | 0.2% | ETF |
AMD Advanced Micro Devices | $808,431 | $18,105 â–¼ | -2.2% | 3,974 | 0.2% | Computer and Technology |
CVX Chevron | $798,183 | $53,791 â–² | 7.2% | 3,858 | 0.2% | Energy |
AVGO Broadcom | $772,449 | $16,910 â–¼ | -2.1% | 17,267 | 0.1% | Computer and Technology |
SMH VanEck Semiconductor ETF | $742,221 | $28,753 â–² | 4.0% | 1,936 | 0.1% | Manufacturing |
IWB iShares Russell 1000 ETF | $740,258 | $12,837 â–¼ | -1.7% | 2,076 | 0.1% | ETF |
FJUN FT Vest U.S. Equity Buffer ETF - June | $734,313 | $499,317 â–¼ | -40.5% | 12,996 | 0.1% | Manufacturing |
LMT Lockheed Martin | $724,480 | $3,625 â–² | 0.5% | 1,199 | 0.1% | Aerospace |
TSM Taiwan Semiconductor Manufacturing | $723,976 | $5,545 â–² | 0.8% | 31,207 | 0.1% | Computer and Technology |
YMAR FT Vest International Equity Moderate Buffer ETF - March | $701,912 | $698,329 â–¼ | -49.9% | 25,662 | 0.1% | ETF |
FMAY FT Vest U.S. Equity Buffer ETF - May | $685,398 | $1,370,690 â–¼ | -66.7% | 12,981 | 0.1% | ETF |
ISHARES BITCOIN TRUST ETF
| $682,762 | $922 â–² | 0.1% | 17,771 | 0.1% | ETF |
TSLA Tesla | $675,358 | $4,385 â–¼ | -0.6% | 8,008 | 0.1% | Auto/Tires/Trucks |
VTI Vanguard Total Stock Market ETF | $671,770 | $36,251 â–² | 5.7% | 2,094 | 0.1% | ETF |
IGM iShares Expanded Tech Sector ETF | $648,293 | $20,267 â–¼ | -3.0% | 5,470 | 0.1% | ETF |
CAT Caterpillar | $646,892 | $67,311 â–² | 11.6% | 913 | 0.1% | Industrials |
SOXX iShares Semiconductor ETF | $632,508 | $21,357 â–¼ | -3.3% | 1,925 | 0.1% | ETF |
